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Emma

Jessica

January 22, 2019 05:57

Updated

Emma is an email marketing tool that makes it easier to create, send and track great-looking email campaigns. Inside the Formstack app, go to the Settings > Integration > Email tab of the form you’d like to add Emma to and click “add” next to the Emma icon. The integration setup page will appear prompting you to input your Emma Public API Key, Private API Key, and Account ID, as shown below.

You can find this information inside your Emma account under the Account Settings > API Key tab. Tip: Check out their API guide for more information.

After you have added your Emma account information in Formstack, click “continue” and you will be prompted to map fields from your form to fields in Emma. You must have at least an Email Address field on your form to map to the Member Information section. If a contact already exists in Emma, it will be updated via Email Address.

If you make changes to these fields in Emma, make sure you click the green “refresh” arrows at the top of your Member Information fields in your Emma settings in Formstack to refresh these. Failing to update Formstack when updates are made in Emma could break the integration.

Next, you will need to select the lists individuals are automatically added to upon submission of your form. You can choose to pre-set these lists:

OR, you can allow individuals to choose which lists they would like to be added to by mapping to a field on your form. You can use a Checkbox, Radio Button, or Select List field to display your list options on your form. If you would like to use form fields to assign individuals to your Emma groups, the list name you add to those fields in Formstack should either be the EXACT name of the list from Emma or its numeric ID.

If you make changes to lists or add new lists in Emma, you must also click the green “refresh” arrows in the Groups section inside your Emma settings in Formstack to refresh your lists, just as you would for your Membership Information fields. This is the number one cause when Email Marketing integrations break: making changes in the app and not refreshing your settings in Formstack.

If you would like to receive a notification when the integration fails, you can add your email address (one per line) in the optional “Error Handling” box at the bottom of the integration settings.

Re-Running the Integration

If an integration fails upon submission, check your integration settings for errors in API or login credentials or in the mapping of form fields. Then, click on a submission in your database. You will see ‘Integration Status’ on the left side of the submission. Click "Run Again". The integration will begin running. If it is successful, a green "Success" message will appear. If it is not, a red "Failed” message will be shown. If this happens, go back to your integration settings and check for other errors in setup.